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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MTIC
1476
Missouri Trust & Investment Company
Missouri
$339K – – –
KFA
1477
Kelleher Financial Advisors
New York
$339K +$913 +5 +0.2%
AA
1478
AF Advisors
California
$338K -$113K -620 -23%
S
1479
SimplyRich
California
$338K -$10.2K -56 -3%
AIM
1480
Avity Investment Management
Connecticut
$338K -$4.57K -25 -1%
OR
1481
Olympiad Research
Connecticut
$338K +$376K +2,058 New
AIM
1482
Acropolis Investment Management
Missouri
$337K -$1.1K -6 -0.3%
MPIA
1483
Mountain Pacific Investment Advisers
Idaho
$336K +$183 +1 +0%
FBB
1484
Fulton Breakefield Broenniman
Maryland
$335K +$183 +1 +0%
LFA
1485
Landmark Financial Advisors
Kentucky
$335K +$31.4K +172 +9%
AC
1486
Applied Capital
Arkansas
$334K -$1.46K -8 -0.4%
GIA
1487
GHP Investment Advisors
Colorado
$333K – – –
RCA
1488
Ranch Capital Advisors
Florida
$333K +$548 +3 +0.1%
VA
1489
Valmark Advisers
Ohio
$332K +$23.6K +129 +7%
LDFR
1490
Lehman & Derafelo Financial Resources
Pennsylvania
$332K +$36.5K +200 +11%
AWA
1491
Aaron Wealth Advisors
Illinois
$331K -$22.1K -121 -6%
JWBC
1492
J.W. Burns & Co
New York
$331K – – –
MSCM
1493
McElhenny Sheffield Capital Management
Texas
$331K – – –
EWM
1494
Edge Wealth Management
New York
$330K – – –
TIM
1495
Total Investment Management
Arizona
$330K – – –
SSG
1496
Summit Securities Group
New York
$328K -$785K -4,298 -68%
CHA
1497
Cooper/Haims Advisors
New York
$328K -$14.6K -80 -4%
BCM
1498
Bienville Capital Management
New York
$328K – – –
CCG
1499
Ceeto Capital Group
Florida
$328K – – –
QC
1500
Quaero Capital
Switzerland
$328K – – –